Bringing to life financial planning opportunities for business owners and sole traders – tips, ideas and opportunities to protect what you’ve got, explain how to benefit from generous tax reliefs and generally make your money work harder for you.

This is a practical, fast paced, hands on session aiming to demystify financial planning and help you to understand the opportunities that are available to you.  Free biscuits too!

Who is this event aimed at? 

Busy professionals who haven’t got the time or inclination to make the most of their personal or business financial planning…. but deep down know they really should.

How will members benefit from attending? 

"This is an event that I wish I’d had available to me 20-30 years ago. Coming late into the financial services sector, I only recently realised I didn’t know what I didn’t know…. and having some decent financial planning earlier in my career would have made a real difference to my financial position now." Mandy Rodgers. 

In today’s changing world, good financial planning has never been more important, but often people feel it’s complicated or boring, and so it never makes it to the top of the priority list. Hopefully, you will be prompted to consider your situation and understand that taking even small steps now can make a big difference to your future.

What knowledge will members take away with them?

A general overview of planning opportunities, and lots of food for thought about how to improve your own situation.

About Mandy Rodgers 

Mandy had a career change into financial planning in 2014 and has been successfully building her Wealth Management Practice since. Having previously held a number of directorships in SME businesses, Mandy understands the pressures, challenges and opportunities that small businesses owners face and now uses her financial skills effectively to help them.

Coming from outside of the industry, Mandy retains a fresh approach to planning and translates complex subjects into simple language that clients simply ‘get’.